Betterment

Last updated 5 months ago

Greenboard – Betterment for Advisors Connection Instructions (Morningstar ByAllAccounts Feed)

Advisor Setup Instructions

Betterment for Advisors offers a nightly custodial feed via SFTP file push for advisors. The feed sends a set of comma-separated files containing account, position, transaction, and tax lot data for all accounts under the firm.

Step 1: Request SFTP Feed Setup

• Please request a custodial feed to ByAllAccounts for your firm by contacting support@bettermentforadvisors.com.

Step 2: Await Notification and Advisor ID

• Once complete, Betterment will notify you and Morningstar ByAllAccounts and provide an Advisor ID (which is used to configure data at Morningstar ByAllAccounts).

Step 3: Notify Aggregation Support

• Notify your normal aggregation support channel when these steps have been completed and authorize Greenboard (Dave Feldman, support@greenboard.com) to access the feed

Step 4: Finalize Connection

• ByAllAccounts will confirm data has been successfully added to the feed, authorize user access, and email the feed password to the address provided.
• Please share the credentials with support@greenboard.com and we will finalize the connection.